Steward Partners Investment Advisory, LLC Closed Holding Positions

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Varian Med Sys Inc
Q2 2021 Filed on Aug 13, 2021
138
N/A
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q2 2021 Filed on Aug 13, 2021
625
$44.47 - $50.13 $27.8K - $31.3K
China Unicom Hong Kong
Q2 2021 Filed on Aug 13, 2021
300
N/A
DBD
Diebold Nixdorf, Inc

Technology
Q2 2021 Filed on Aug 13, 2021
90
$12.09 - $15.4 $1.09K - $1.39K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q2 2021 Filed on Aug 13, 2021
850
$16.3 - $17.44 $13.9K - $14.8K
Orbcomm Inc
Q2 2021 Filed on Aug 13, 2021
4,400
N/A
SFE
Safeguard Scientifics Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
600
$6.03 - $7.76 $3.62K - $4.66K
STC
Stewart Information Services Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
55
$53.04 - $61.6 $2.92K - $3.39K
USCI
United States Commodity Index Funds Trust

ETFs
Q2 2021 Filed on Aug 13, 2021
117
$24.76 - $29.6 $2.9K - $3.46K
China Mobile Limited
Q2 2021 Filed on Aug 13, 2021
625
N/A
Fbl Finl Group Inc
Q2 2021 Filed on Aug 13, 2021
1,115
N/A
Gw Pharmaceuticals PLC
Q2 2021 Filed on Aug 13, 2021
233
N/A
Grubhub Inc
Q2 2021 Filed on Aug 13, 2021
50
N/A
Hms Hldgs Corp
Q2 2021 Filed on Aug 13, 2021
1,105
N/A
Inphi Corp
Q2 2021 Filed on Aug 13, 2021
550
N/A
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
444,544
N/A
Michaels Cos Inc
Q2 2021 Filed on Aug 13, 2021
2,000
N/A
Novellus Sys Inc
Q2 2021 Filed on Aug 13, 2021
2,000
N/A
Nuveen Maryland Qlt Mun Inc
Q2 2021 Filed on Aug 13, 2021
7,444
N/A
TBF
Proshares Trust Short 20+ Trea

ETFs
Q2 2021 Filed on Aug 13, 2021
10,760
$16.75 - $18.03 $180K - $194K
LNW
Light & Wonder, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
200
$40.04 - $78.14 $8.01K - $15.6K
TRVG
Trivago N.V.

Communication Services
Q2 2021 Filed on Aug 13, 2021
1,000
$3.31 - $4.5 $3.31K - $4.5K
TRMK
Trustmark Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
600
$30.38 - $34.49 $18.2K - $20.7K
UMPQ
Umpqua Holdings Corp

Financial Services
Q2 2021 Filed on Aug 13, 2021
1,400
$17.47 - $19.38 $24.5K - $27.1K
Voya Prime Rate Tr
Q2 2021 Filed on Aug 13, 2021
1,800
N/A
Voya Nat Res Equity Income F
Q2 2021 Filed on Aug 13, 2021
1,800
N/A
ANIK
Anika Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
300
$39.42 - $48.08 $11.8K - $14.4K
Cimarex Energy CO
Q2 2021 Filed on Aug 13, 2021
553
N/A
Western Asset Mun Def Opp Tr
Q2 2021 Filed on Aug 13, 2021
83,432
N/A
UHAL
Amerco

Industrials
Q2 2021 Filed on Aug 13, 2021
12
$526.51 - $632.0 $6.32K - $7.58K
Entercom Communications Corp
Q2 2021 Filed on Aug 13, 2021
1,000
N/A
Flir Sys Inc
Q2 2021 Filed on Aug 13, 2021
678
N/A
Realpage Inc
Q2 2021 Filed on Aug 13, 2021
47
N/A
DGT
Spdr Global Dow ETF
Q2 2021 Filed on Aug 13, 2021
876
N/A
TDF
Templeton Dragon Fund Inc

Financial Services
Q2 2021 Filed on Aug 13, 2021
41
$21.49 - $23.99 $881 - $984
DS
Drive Shack Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 13, 2021
3,785
$2.53 - $3.76 $9.58K - $14.2K
Extended Stay Amer Inc
Q2 2021 Filed on Aug 13, 2021
361
N/A
MRCY
Mercury Systems Inc

Industrials
Q2 2021 Filed on Aug 13, 2021
25
$57.69 - $79.28 $1.44K - $1.98K
VIVO
Meridian Bioscience Inc

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,400
$18.01 - $28.32 $25.2K - $39.6K
Monmouth Real Estate Invt CO
Q2 2021 Filed on Aug 13, 2021
1,220
N/A
Vyne Therapeutics Incorporated Com New
Q1 2021 Filed on May 14, 2021
17,290
N/A
CNA
Cna Financial Corp

Financial Services
Q1 2021 Filed on May 14, 2021
34
$38.02 - $46.9 $1.29K - $1.59K
BHTG
Renovare Environmental, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
55,367
N/A
Allianzgi Conv & Incm 2024 Trg
Q1 2021 Filed on May 14, 2021
56,529
N/A
SSSS
Suro Capital Corp.

Financial Services
Q1 2021 Filed on May 14, 2021
8
$12.33 - $15.43 $98.6 - $123
SSTI
Shotspotter, Inc

Technology
Q1 2021 Filed on May 14, 2021
500
$34.75 - $52.53 $17.4K - $26.3K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
Q1 2021 Filed on May 14, 2021
1,100
$42.06 - $44.71 $46.3K - $49.2K
Pacific Ethanol Incorporated
Q1 2021 Filed on May 14, 2021
5,025
N/A
KEMQ
Kraneshares Tr Emerging Mkts C

ETFs
Q1 2021 Filed on May 14, 2021
13
$31.52 - $39.15 $410 - $509
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